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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

332 hedge funds and large institutions have $4.32B invested in Vanguard Mega Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.31%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.51%
New
25
Increased
131
Reduced
113
Closed
28
Calls
$3.38M
Puts
$254K
Net Calls
+$3.13M
Net Calls Change
+$11.8M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$18.8M
2
Stifel Financial
Stifel Financial
Missouri
+$13.5M
3
Ameriprise
Ameriprise
Minnesota
+$12.3M
4
AI
Atria Investments
North Carolina
+$8.3M
5
PIA
Petredis Investment Advisors
Pennsylvania
+$6.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$42.6M
2
PPWM
PFG Private Wealth Management
Florida
-$16M
3
WAM
WNY Asset Management
New York
-$13.5M
4
SWM
Segment Wealth Management
Texas
-$9.2M
5
CCA
Checchi Capital Advisers
California
-$8.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
301
Financial Avengers
California
$30.4K – – –
OIS
302
Okabena Investment Services
Minnesota
$28.4K +$28.4K +281 New
Franklin Resources
303
Franklin Resources
California
$27.4K – – –
PTC
304
Private Trust Company
Ohio
$25.8K -$78.7K -779 -75%
IAIM
305
International Assets Investment Management
Florida
$25.5K +$25.5K +252 New
IA
306
IFP Advisors
Florida
$25.3K -$2.7M -35,660 -99%
GWSG
307
GPS Wealth Strategies Group
Colorado
$23.8K +$23.8K +236 New
GEA
308
Glen Eagle Advisors
New Jersey
$23.7K +$14.1K +140 +147%
TWC
309
TD Waterhouse Canada
Ontario, Canada
$23.5K -$1.65K -12 -7%
ACA
310
Aptus Capital Advisors
Alabama
$23.2K – – –
Commonwealth Equity Services
311
Commonwealth Equity Services
Massachusetts
$21.3K +$2.45K +24,286 +13%
LFA
312
Legend Financial Advisors
Pennsylvania
$21K – – –
BWL
313
Bogart Wealth LLC
Virginia
$20.3K – – –
GWM
314
Geneos Wealth Management
Colorado
$20.2K -$48.4K -479 -71%
DSC
315
Duncker Streett & Co
Missouri
$18.2K – – –
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.3K -$21K -208 -61%
FCT
317
First Community Trust
Iowa
$12.1K – – –
FFA
318
Founders Financial Alliance
North Carolina
$10.6K – – –
BCMLT
319
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.1K +$10.1K +100 New
TFGT
320
TS Financial Group (TSFG)
Illinois
$10K – – –
CSB
321
City State Bank
Iowa
$10K – – –
VWM
322
Valley Wealth Managers
New Jersey
$8.79K – – –
GI
323
Gradient Investments
Minnesota
$8.79K +$8.79K +87 New
QCG
324
Quadrant Capital Group
Ohio
$8.69K – – –
PPWM
325
PFG Private Wealth Management
Florida
$6.06K -$16M -158,317 -100%
11 12
13
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